Adding Custom Pages to the Partner Portal

This procedure assumes you have previously created a site and view. 

For information on creating Custom Pages, see Create or Edit a Custom Page.

1. Navigate to Partner Portal > Site Configuration.
2. [Optional] Click on the site URL to open a partner portal view of the site in a new tab. This is useful to view the effect of changes to site configuration as you make them. You will need to refresh the page each time you save changes.
3. Click on the View (Custom Partner Views or Default Partner Views) you wish to edit. By default, every site is created with two top-level pages. 

4. Click on the Custom Pages tab and find the page you want to add to the navigation.

   

   Note: If you're adding a custom page to the Logged Out view of the partner portal, the list only shows those custom pages that have Requires Partner Login disabled.

   Click the link next to the page name to go to the custom page editor.

5. Drag the Custom Page(s) onto the menu to add them as subpages to the selected view. You can use the arrows to move the pages between the three levels of the menu.

   Note:

   • Only pages that are set to Active will appear in the list of available pages.
   • Headers can only be moved to the third-level navigation if they include a URL.

6. [Optional] On the right-hand side, use Page Details to change the Name for the page in the structure. Editing this will change the page name on your view, but the original page name will remain in place for the partner. This is especially helpful when managing pages in a different language than your partners.

   The original page name will display underneath the renamed page title.

7. [Optional] On the right-hand side, use Page Details to restrict page visibility of a page by Partner Group within your view. For more information, see Manage Page Visibility.
8. Click Save to publish the site with the defined navigation.